July 25, 2023
Sending data from your onboarding plans to HubSpot is how you unlock the full potential of Arrows!
Once this data is in HubSpot, it can be used to enrich reports, power workflows, and live on the associated record so that everyone in your organization has visibility into the process.
Setting up properties in HubSpot can be time consuming and meticulous… so let Arrows do it for you!
In your Arrows account, you'll have access to 35+ data points about your onboarding plans (full list here)
Inside of Arrows, all you need to do is pick the data points you care about and select Create & sync HubSpot properties.
Behind the scenes, we’ll create a property group called Arrows Properties, automatically create the properties, and setup the data sync between Arrows and HubSpot… all in a few seconds.
Each property will also have the appropriate format and description automatically added!
Your customer data is just as important as your time and we want to protect both!
Once you’ve synced Arrows data into HubSpot, the applications are endless. Check out some of our favorite ways to use the data points here.
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